Dimitry Nakhla | Babylon Capital®
The recent stock market correction hit fast — a 10% drop in just 16 days, one of the quickest on record $SPY
The rapid plunge might shake investor confidence, making it tough to spot solid opportunities
Here are 10 high-quality stocks worthy of becoming core holdings🧵
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The recent stock market correction hit fast — a 10% drop in just 16 days, one of the quickest on record $SPY
The rapid plunge might shake investor confidence, making it tough to spot solid opportunities
Here are 10 high-quality stocks worthy of becoming core holdings🧵
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Offshore
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Hidden Value Gems
My latest piece highlights companies with rising divergence between share prices and underlying earnings trajectory. Historically, this has been an interesting hunting ground for ideas.
Stocks that caught our attention:
➡️ Evolution AB
➡️ 4imprint
➡️ Vp Plc
🔔Subscribe to my free Investment Notes to receive similar content in the future (link in bio)
#Stocks #StockMarket
+ Not Investment Advice. Do your own due diligence +
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My latest piece highlights companies with rising divergence between share prices and underlying earnings trajectory. Historically, this has been an interesting hunting ground for ideas.
Stocks that caught our attention:
➡️ Evolution AB
➡️ 4imprint
➡️ Vp Plc
🔔Subscribe to my free Investment Notes to receive similar content in the future (link in bio)
#Stocks #StockMarket
+ Not Investment Advice. Do your own due diligence +
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Offshore
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The Investing for Beginners Podcast
How much does a CEO get paid?
Who is on the board of directors for Google?
We can find the answers to these questions and more in the proxy. https://t.co/TDpejY5nmy
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How much does a CEO get paid?
Who is on the board of directors for Google?
We can find the answers to these questions and more in the proxy. https://t.co/TDpejY5nmy
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Offshore
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The Kobeissi Letter
The bull market in gold has been truly historic:
Gold has added ~$5.0 trillion in market value over the 12 months and is now worth a record $20.1 trillion.
Over the last 6 years, gold's market cap has risen by nearly $12 trillion, or 148%.
In 2025 alone, gold prices have risen ~12% and marked multiple new all time highs.
Furthermore, the gold to CPI ratio has hit a record 9.2x.
This exceeds previous peaks of 8.4x and 8.1x posted in 1980 and 2011.
Gold is making history.
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The bull market in gold has been truly historic:
Gold has added ~$5.0 trillion in market value over the 12 months and is now worth a record $20.1 trillion.
Over the last 6 years, gold's market cap has risen by nearly $12 trillion, or 148%.
In 2025 alone, gold prices have risen ~12% and marked multiple new all time highs.
Furthermore, the gold to CPI ratio has hit a record 9.2x.
This exceeds previous peaks of 8.4x and 8.1x posted in 1980 and 2011.
Gold is making history.
tweet
Offshore
Photo
The Kobeissi Letter
BREAKING: Vladimir Putin is allowing some international funds, including American ones, to sell Russian securities.
This comes a day before talks with President Trump regarding a ceasefire in Ukraine. https://t.co/qv8WnhNgdH
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BREAKING: Vladimir Putin is allowing some international funds, including American ones, to sell Russian securities.
This comes a day before talks with President Trump regarding a ceasefire in Ukraine. https://t.co/qv8WnhNgdH
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Offshore
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Quiver Quantitative
Wow.
Back in November, we reported extensively on a curious purchase of Viasat stock by a member of Congress.
$VSAT is now up 50% since our reports.
It's up another 7% today.
Look at this: https://t.co/rbwjWnFy1l
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Wow.
Back in November, we reported extensively on a curious purchase of Viasat stock by a member of Congress.
$VSAT is now up 50% since our reports.
It's up another 7% today.
Look at this: https://t.co/rbwjWnFy1l
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Offshore
Photo
Quiver Quantitative
👀
Last month, we noticed Representative Robert Bresnahan buying stock in the Chinese company Alibaba.
$BABA has now risen 48% since he bought in.
The U.S. stock market has fallen 6% over that period. https://t.co/tybmEckRiK
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👀
Last month, we noticed Representative Robert Bresnahan buying stock in the Chinese company Alibaba.
$BABA has now risen 48% since he bought in.
The U.S. stock market has fallen 6% over that period. https://t.co/tybmEckRiK
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